FREE seminar to share industry secrets

By David Lamb CFP™ MCSI

This Spring marks our 32nd anniversary in business – and three decades in which I have seen many changes in the financial service industry.

These have mainly been in the transition to better quality of advice, achieved through more regulation and mandatory qualifications for advisers.

Unfortunately, the ‘industry’ is still not quite there yet and remains dominated by the product providers (banks, investment houses and life assurance companies) who constantly come up with reasons you should give them your money.

True financial planning is not about your money, but about how you can use your resources to support you and your family’s lifestyle without the fear of running out of money, whatever happens.

We pride ourselves in being at the forefront of the development of lifestyle financial planning; we are only one of 60 firms of financial planners in the country to be accredited by our professional body the Chartered Institute of Security and Investment.

I am a Certified Financial Planner, Affiliate of the Society of Trust and Estate Practitioners and a Chartered Wealth Manager, while my new colleague Peter Kenny is also highly qualified to Level 6 and will become chartered in the very near future.

I am not a big fan of the financial services ‘industry’ and have always tried to be different; a rebel with a cause if you like! Over the last few years in these monthly columns I have tried to explain what true lifestyle financial planning is, but there is a limit to what you can get across in 400 words.

This month we are therefore going to hold a FREE seminar, followed by a light buffet, to share with you a few trade secrets the financial services industry does not want you to know (which you won’t find by Googling) and what true financial planning is all about.

The event is being held at 6pm on Monday May 20 in the Bishop Merton Room at St Mary’s Parish Centre on Thornhill Road.

If you would like to join us, please reserve your place by emailing or calling 01661 860438. But you will need to be quick – places are strictly limited to 20 attendees.

Hopefully, at the end of the seminar, we’ll all be rebels with applause!